Sage ACT!
Aims:
Sage ACT! is ideal for small and medium sized businesses to record customer and prospect information, track calls, emails, meetings and to-do items and manage all aspects of marketing, sales and customer service activities
Prerequisites:No previous knowledge required
Duration:1-2 Days
Fees:Course fees for this particular course will depend on your chosen Training solution. Please click on the links below for corresponding course fees:
PDF Course Download
You can download a PDF version of the course.
Download Sage ACT! course outline.
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If you are interested in our Sage ACT! course call us on
0113 243 2226
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this course Now
Getting started - ACT! 2010 interface
• Using ACT! 2010• Screen Views & Toolbars
• Tabs & Filtering
• Headings & Menus
• Dropdown Menu's
• Groups view
• Companies view
Working with contacts
• Creating new Contacts• Duplicating of Contacts
• Editing existing contact information
• Deleting Contacts
• Entering Notes
• Entering History
• Attaching Documents and Files to History
• Scheduling activities with contacts
Working with activities and filters
• In contact view• In the task list view
• Filtering activities in the calendars
• Clearing activities
The Sales Opportunities
• Creating a new opportunity• Editing opportunities
• Closing a sale won or lost
• Running basic report
Using the contact list
• Changing the view of the contact list
• Finding contacts with the contact list
• Enabling the Tag mode in the contact list
• Editing contact information in the contact list
• Creating Look -up's
• Adding to look-ups
• Narrowing Look-ups
• Key-word search
• Mail merging to a look-up
• Printing labels and envelopes in ACT
• Attaching e-mails to the contact notes
• Viewing and managing e-mails through ACT!
• Changing the view of the contact list
• Finding contacts with the contact list
• Enabling the Tag mode in the contact list
• Editing contact information in the contact list
Searching ACT! Database
• Using the look-up menu• Creating Look -up's
• Adding to look-ups
• Narrowing Look-ups
• Key-word search
Working with mail merging
• Writing a letter, fax or memo to a contact through ACT!• Mail merging to a look-up
• Printing labels and envelopes in ACT
Introduction to e-mailing
• Sending an e-mail to a contact• Attaching e-mails to the contact notes
• Viewing and managing e-mails through ACT!
